Pankaj Murarka, Renaissance Investment Managers wale bhaiyya, bata rahe hain ki India ka capital market ab pehle se zyada resilient hai, aur iska sabse bada reason hai naye investors ka aana. Ye koi temporary cheez nahi hai, balki ek structural change hai jo market ko aur mazboot bana raha hai.
Naye Investors ki Entry ne Badhaya Market ka Zor
Pandemic ke baad se dekho toh itne saare new investors aaye hain, asli waale first-time investors. Inki wajah se market mein depth badhi hai, aur ye fluctuations ko sambhalne mein madad karta hai. Murarka sahab keh rahe hain ki kuch log short-term trading karte hain, par majority is expanded base ka contribution market ko stable aur deep bana raha hai.
Sectors Mast Chal Rahe Hain!
High-growth companies ki valuations mein jo changes aa rahe hain, usko deflation mat kaho, normalization hai. India mein savings rate 38% ke aas paas hai, aur capital market in paison ko sahi jagah pahunchane mein important role play karta hai. Asset management, wealth management, advisory, investment banking - yeh sab sectors mast chal rahe hain. India toh waise bhi IPOs ke maamle mein top global markets mein se ek hai. Derivatives trading mein thoda upar-neeche ho sakta hai, par baaki sab sectors mein growth dikhegi.
Budget Ka Support Aur Bankers Ki Dhamal
Union Budget 2026-27 bhi kaafi detail-oriented aur practical hai. Ismein infra aur credit markets ko support milega. States ko extra funding milegi jisse infrastructure development tez hoga, aur bond markets bhi strong honge. Murarka ne 16th Finance Commission ki recommendation ko welcome kiya, jismein vertical devolution share 41% par maintain kiya gaya hai. Investment bankers bhi bahut busy hain, pichle 3 saal se deal pipelines active hain. Yeh financial ecosystem ke liye bahut achhi baat hai.